Experience

Alpha Investing

• United States
• Financial Services
• 1 - 100 Employee

• Associate

  • Jul 2023 - Present

  Nashville, Tennessee, United States

• Senior Analyst

  • Jun 2021 - Jun 2023

  Nashville, Tennessee, United States



The Property Management Connection, LLC

• United States
• Real Estate
• 1 - 100 Employee

• Junior Broker & Real Estate Analyst

  • Jun 2019 - Jun 2021

  Greater Nashville Area, TN



SageSpring Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Planning Associate

  • Aug 2018 - Apr 2019

  Greater Nashville Area, TN - Analyzed 401(k) plan holdings to ensure that clients stayed on course to achieve their retirement goals - Researched and recommended financial planning software that the financial advisor used as a part of his fiduciary responsibilities



The Signatry

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Finance Intern

  • May 2016 - Aug 2018

  - Researched the donor advised fund industry, wrote a white-paper on the findings, and made recommendations that were implemented by the board of directors - Built a regional revenue model to determine the start-up costs of a new regional branch - Conducted a cost-benefit analysis of using capital improvement funds for big data analytics software and presented findings to the president - Utilized QuickBooks accounting software to ensure timely payment of vendors, track relationship… Show more - Researched the donor advised fund industry, wrote a white-paper on the findings, and made recommendations that were implemented by the board of directors - Built a regional revenue model to determine the start-up costs of a new regional branch - Conducted a cost-benefit analysis of using capital improvement funds for big data analytics software and presented findings to the president - Utilized QuickBooks accounting software to ensure timely payment of vendors, track relationship manager expenditures, and reconcile monthly credit card statements Show less



The Capital Corporation

• Commercial Real Estate Analyst

  • May 2018 - Jul 2018

  Greater Nashville Area, TN - Calculated the NOI through analysis of the rent roll and operating expenses to achieve the most favorable capitalization rate - Maximized the investor's ROI on a retail shopping center acquisition through analysis of future cash flows - Increased operational efficiency through streamlining the digital filing system - Assessed the viability of operating short term rental properties through meeting with zoning authorities, analysis of current legislation, and identifying potential… Show more - Calculated the NOI through analysis of the rent roll and operating expenses to achieve the most favorable capitalization rate - Maximized the investor's ROI on a retail shopping center acquisition through analysis of future cash flows - Increased operational efficiency through streamlining the digital filing system - Assessed the viability of operating short term rental properties through meeting with zoning authorities, analysis of current legislation, and identifying potential acquisition targets Show less



Lipscomb University

• United States
• Higher Education
• 700 & Above Employee

• Student Worker - College of Entertainment & Arts

  • Jan 2017 - Apr 2018

  - Created a donor list for a capital campaign through analysis and consolidation of Excel spreadsheets - Tracked and analyzed the findings of an alumni engagement initiative that were presented to the university president - Designed infographics that were distributed at monthly meetings that provided progress updates of the alumni engagement initiative